Pinnacle West Asset Management’s Dominion Energy D Stock Holding History

Pinnacle West Asset Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253K	Sell	4,100 -45	-1%	-$2.78K	0.17%	104
2025 Q4	$243K	Sell	4,145 -125	-3%	-$7.53K	0.16%	106
2025 Q3	$261K	Hold	4,270	–	–	0.17%	107
2025 Q2	$241K	Sell	4,270 -25	-0.6%	-$1.37K	0.17%	107
2025 Q1	$241K	Buy	4,295 +50	+1%	+$2.75K	0.17%	109
2024 Q4	$229K	Buy	4,245 +125	+3%	+$7.13K	0.16%	106
2024 Q3	$238K	Buy	+4,120	New	+$225K	0.17%	108

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle West Asset Management's D Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Dominion Energy (D) stake by 1.1% in Q1 2026, selling an estimated $2.78K and leaving 4,100 shares worth $253K. The position accounts for 0.17% of the portfolio, ranked #104.

Pinnacle West Asset Management first reported a position in D in Q3 2024 and has held it in 7 quarters since. The position peaked at $261K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Pinnacle West Asset Management held 4,100 shares of Dominion Energy worth $253K as of Q1 2026.
Pinnacle West Asset Management sold 45 Dominion Energy shares in Q1 2026, an estimated $2.78K.
Dominion Energy made up 0.17% of Pinnacle West Asset Management's portfolio in Q1 2026, its #104 holding.
Pinnacle West Asset Management first reported a position in Dominion Energy in Q3 2024 and has held it in 7 quarters since.
Pinnacle West Asset Management's Dominion Energy position peaked at $261K in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.